SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,920,509 | +8.2% | 29,340 | +10.9% | 0.14% | +8.7% |
| Q2 2023 | $1,774,878 | -7.0% | 26,455 | -9.1% | 0.13% | -7.3% |
| Q1 2023 | $1,908,107 | -22.0% | 29,096 | -21.5% | 0.14% | -24.7% |
| Q4 2022 | $2,446,181 | -37.9% | 37,052 | -45.2% | 0.18% | -44.0% |
| Q3 2022 | $3,939,000 | -17.9% | 67,624 | -12.1% | 0.32% | -16.7% |
| Q2 2022 | $4,799,000 | -8.7% | 76,895 | +4.5% | 0.39% | +12.7% |
| Q1 2022 | $5,254,000 | +6.1% | 73,607 | +8.9% | 0.35% | +10.9% |
| Q4 2021 | $4,950,000 | +19.7% | 67,610 | +10.4% | 0.31% | +11.8% |
| Q3 2021 | $4,134,000 | +14.4% | 61,265 | +15.9% | 0.28% | +15.8% |
| Q2 2021 | $3,615,000 | +17.3% | 52,876 | +11.8% | 0.24% | +10.0% |
| Q1 2021 | $3,083,000 | +43.3% | 47,314 | +31.7% | 0.22% | +49.0% |
| Q4 2020 | $2,151,000 | +36.2% | 35,931 | +18.8% | 0.15% | +8.9% |
| Q3 2020 | $1,579,000 | +17.8% | 30,246 | +13.1% | 0.14% | +6.3% |
| Q2 2020 | $1,340,000 | +2.0% | 26,741 | -9.9% | 0.13% | -32.1% |
| Q1 2020 | $1,314,000 | -47.2% | 29,680 | -28.2% | 0.19% | -29.4% |
| Q4 2019 | $2,487,000 | +10.7% | 41,359 | +4.4% | 0.26% | +3.1% |
| Q3 2019 | $2,247,000 | +25.5% | 39,608 | +24.1% | 0.26% | +23.6% |
| Q2 2019 | $1,791,000 | +58.1% | 31,910 | +54.2% | 0.21% | +47.5% |
| Q1 2019 | $1,133,000 | – | 20,694 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,297,083 | $374,865,000 | 19.29% |
| Treybourne Wealth Planners, Inc. | 366,639 | $21,826,000 | 15.72% |
| APPLETON GROUP, LLC | 254,812 | $15,169,000 | 14.80% |
| Mokosak Advisory Group, LLC | 482,360 | $28,720,000 | 13.72% |
| Reby Advisors, LLC | 792,867 | $47,199,000 | 12.36% |
| BALLAST ADVISORS LLC | 363,562 | $21,643,000 | 11.15% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 272,604 | $16,228,000 | 9.64% |
| GenWealth Group, Inc. | 459,420 | $27,349,000 | 9.06% |
| Northern Capital Management, Inc. | 154,928 | $9,223,000 | 8.98% |
| Krilogy Financial LLC | 1,199,885 | $71,429,000 | 8.57% |